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RM

Ryan M. Martin

MARTIN CAPITAL PLANNING | Financial Advisor
EAST LONGMEADOW, MA 01028
Some features on this profile are disabled
CRD#: 6195819
RM

Professional summary

Ryan Matthew Martin, AIF®, who also goes by Ryan Martin, is a registered financial advisor currently at MARTIN CAPITAL PLANNING located in East Longmeadow, Massachusetts.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 8, 2025 - Present

MARTIN CAPITAL PLANNING

Office #1: 7 Purves Street Suite 24, East Longmeadow, MA 01028
RIA
CRD#: 337257
EAST LONGMEADOW, MA
Past

July 2, 2019 - June 17, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
West Springfield, MA
Past

March 27, 2019 - June 17, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
West Springfield, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(7/22/2025)
IAR
Texas
(7/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/27/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/22/2019
Securities Industry Essentials Examination

Current Firm

MC
MARTIN CAPITAL PLANNING
MARTIN CAPITAL PLANNING | MARTIN CAPITAL PLANNING LLC

CRD#: 337257 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/22/2025 Approved)
Texas
Registered Investment Advisory firm - (6/13/2025 Conditional Restricted)
PREMIUM
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Contact information

Main Address
7 Purves Street Suite 24, East Longmeadow, MA 01028
Mailing Address
Phone number
(413) 526-6720
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARTIN CAPITAL PLANNING

Financial AdvisorCRD#: 337257East Longmeadow, MA 01028

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Contact information

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